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Prerequisites Before you begin, create an account and get your API Key.

Getting started

Connect to Salesforce to manage leads, opportunities, accounts, contacts, and automate sales processes through AI agents.
  • API
  • UI
  • Open Source
1

Install the SDKs (optional)

pip install klavis
2

Create a Strata MCP Server with Salesforce

from klavis import Klavis
from klavis.types import McpServerName

klavis_client = Klavis(api_key="YOUR_API_KEY")

response = klavis_client.mcp_server.create_strata_server(
    servers=[McpServerName.SALESFORCE],
    user_id="user123"
)

API Reference

Full Strata API endpoints
3

Authenticate

import webbrowser

# Open OAuth authorization page
webbrowser.open(response.oauth_urls[McpServerName.SALESFORCE])
🎉 Your Salesforce MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

Available Tools

Tool NameDescription
salesforce_get_accountsGet accounts with flexible filtering options including name search, industry, and type.
salesforce_create_accountCreate a new account in Salesforce.
salesforce_update_accountUpdate an existing account.
salesforce_delete_accountDelete an account.
salesforce_get_contactsGet contacts with flexible filtering options including name, email, and title search.
salesforce_create_contactCreate a new contact in Salesforce.
salesforce_update_contactUpdate an existing contact.
salesforce_delete_contactDelete a contact.
salesforce_get_opportunitiesGet opportunities, optionally filtered by account, stage, name, or account name.
salesforce_create_opportunityCreate a new opportunity in Salesforce.
salesforce_update_opportunityUpdate an existing opportunity.
salesforce_delete_opportunityDelete an opportunity.
salesforce_get_leadsGet leads with flexible filtering options including name, company, email, and industry search.
salesforce_create_leadCreate a new lead in Salesforce.
salesforce_update_leadUpdate an existing lead.
salesforce_delete_leadDelete a lead.
salesforce_convert_leadConvert a lead to account, contact, and optionally opportunity.
salesforce_get_casesGet cases with flexible filtering options including subject search, account, status, priority, and type.
salesforce_create_caseCreate a new case in Salesforce.
salesforce_update_caseUpdate an existing case.
salesforce_delete_caseDelete a case.
salesforce_get_campaignsGet campaigns, optionally filtered by status or type.
salesforce_create_campaignCreate a new campaign in Salesforce.
salesforce_update_campaignUpdate an existing campaign.
salesforce_delete_campaignDelete a campaign.
salesforce_queryExecute a SOQL query on Salesforce
salesforce_describe_objectGet detailed schema and field information for any Salesforce object.
For more details about tool input schema, use the get_tools API.

Next Steps

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